Mei Ri Jing Ji Xin Wen·2025-11-17 23:13Group 1 - Goldwind Technology holds over 10% equity in Blue Arrow Aerospace, classified as non-current financial assets, indicating a strategic investment in the aerospace sector [1] - Blue Arrow Aerospace, established in 2015, is a leading private commercial rocket company in China, having successfully launched the world's first liquid methane rocket in 2023 [1] - This investment allows Goldwind to extend its reach into new productive forces, potentially benefiting from the rapid growth of the aerospace industry, enhancing its valuation prospects beyond renewable energy [1] Group 2 - Yongtai Technology's wholly-owned subsidiary has received approval for a 5,000 tons/year lithium battery additive project, which will begin trial production, increasing the company's VC production capacity to 10,000 tons/year [2] - The new capacity is expected to alleviate short-term supply constraints and strengthen Yongtai's market position in lithium battery materials amid rising VC prices [2] - The transition from trial production to full capacity will take time, and the company must maintain cost and quality advantages while being cautious of demand fluctuations and potential oversupply risks [2] Group 3 - Yinglian Co. has signed a strategic procurement contract for composite aluminum foil with a new energy technology company, planning to supply over 50 million square meters for quasi-solid-state batteries from 2026 to 2027 [3] - Although the contract will not significantly impact current financial performance, it provides certainty for future revenue and strengthens Yinglian's competitive position in the composite aluminum foil market [3] - As solid-state battery commercialization accelerates, the demand for composite current collectors is expected to surge, positioning Yinglian for a strategic transition from traditional packaging to high-end lithium battery materials [3]